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Clients want to save for kids’ education but don’t know how

Canadian parents value post-secondary learning but face challenges saving for it, poll suggests

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Conversations

How to manage an advisory team

Financial advisors aren't often trained to manage people, but it's an important part of running of a practice

Conversations

When your child isn’t fit to be your successor

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

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Technology

Small, straightforward tech solutions can have big payoffs, OSC TestLab finds

Automating the process of collecting and updating KYC information can provide a significant return

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Technology

Investors flock to loudest, least skilled voices on social media, finds research

A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"

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Economic

Central banks to dominate a digital financial world, Moody’s says

Crypto is too volatile to replace the basic function of money, according to a report

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Industry News

Data breach exposed Mackenzie clients’ personal data but not holdings, firm says

InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service

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Conversations

Client satisfaction tumbles with markets: J.D. Power

Lack of personalized advice created a void filled by negative returns, the latest survey says

  • By: Staff
  • May 2, 2023 May 2, 2023
  • 10:52
Conversations

Mother considers assisted dying upon Alzheimer’s diagnosis

What's the advisor's role?

Technology

After the DIY surge

Finding a place in the advice channel for do-it-yourself investors

Bruce Eccles
Advisor’s Edge

Client Confidential: Bruce Eccles

A retired entrepreneur talks portfolio mechanics

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Advisor’s Edge

Fintech in focus: d1g1t

Founder moves from solving math problems to advisor problems

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Advisor’s Edge

Saving clients from the emotional roller-coaster

A Q&A with advisor and author Coreen Sol

Fintech in focus: Conquest Planning

Planning software helps with client engagement

How Manulife Securities-Fidelity deal signals a larger trend

Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

Equisoft combining online tools for advisors

My Financial Benchmark and Financial Calculators will be in one hub

This isn’t an obituary

The demise of the financial advice industry has been predicted frequently over the past quarter century. But you’re still here — and so are we.

Can advisors be finfluencers too?

Finding opportunities on social media

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

CFAs can fast-track to planner designation under new IAFP program

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

  • By: Staff
  • October 5, 2020 October 15, 2020
  • 11:41

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 May 2, 2023
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 May 2, 2023
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll